# BuildRunKit Invoices: Invoices Sub-Section

## **BuildRunKit Invoices: Invoices Sub-Section**

**[![Screenshot 2026-09-15 114635.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-114635.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-114635.png)**

The **Invoices** sub-section provides central management for creating, tracking, filtering, and reporting on all customer billing statements and payment statuses.

#### **Invoice Summary Metrics**

Top KPI cards display key billing breakdown totals:

- **Total Invoices**: Tracks the overall number of registered invoice records.
- **Total Revenue**: Displays total gross revenue collected across paid invoices.
- **Outstanding Balance**: Displays total unpaid balances across active invoices.
- **Overdue**: Highlights past-due invoices requiring immediate collection.

#### **Directory Controls & Search Bar**

- **Search invoices...**: Global filter input for locating records by number, customer, or details keywords.
- **All Customers**: Dropdown menu to filter records by specific client.
- **All statuses**: Dropdown menu to filter records by status (*Draft*, *Sent*, *Paid*, *Overdue*).
- **Filter by date**: Date picker control to isolate billing records within specific date ranges.
- **View Switcher**: Toggle viewing modes between **Table** (list layout) and **Grid** (card layout).
- **Rows per page**: Dropdown selector to control row density per page (e.g., 10 rows).
- **Pagination**: Standard directional controls to step through invoice pages.

#### **Invoices Table Data Columns**

- **Number**: Unique system invoice tracking code.
- **Customer**: Name of the billed client or organization.
- **Invoice Date**: Date of invoice issuance.
- **Due Date**: Payment deadline date.
- **Status**: Badge displaying current state.
- **Total**: Full invoice amount billed.
- **Balance**: Remaining unpaid balance due.

#### **Row Actions Menu (`...`)** 

Clicking the three dots icon on any invoice row displays quick record management actions:

- **View**: Opens the dedicated invoice preview and line item details.
- **Edit**: Opens the setup editor to update billing details, line items, or customer assignment.
- **Delete**: Removes the invoice record from the Invoices directory.

#### **Header & Action Buttons**

- **+ New Invoice**: Direct action button to open the invoice setup modal.
- **Generate Report**: Opens the **Invoices Report** export modal:
    
    
    - **Export Count**: Displays total targeted invoice records (e.g., *Exporting 1 records*).
    - **Export Format Options**: Allows instant downloads via **Export as PDF** or **Export as CSV**.

[![Screenshot 2026-09-15 115907.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-115907.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-115907.png)

### **BuildRunKit Invoices: Creating a New Invoice**

**[![Screenshot 2026-09-15 120037.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-120037.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-120037.png)**

The **Create Invoice** view provides a setup interface for generating custom client invoices, configuring payment terms, applying tax rates, and adding line items.

#### **Invoice Details Panel**

- **Invoice Number**: Auto-generated tracking code (e.g., *INV-10002*).
- **Customer \***: Required dropdown selector to assign a contact profile (*Select a contact*).
- **Invoice Date \***: Date picker field for the issue date (e.g., *September 15th, 2026*).
- **Payment Terms \***: Dropdown selector for payment terms (e.g., *Net 30*).
- **Due Date \***: Date picker field for the payment deadline (e.g., *October 15th, 2026*).
- **Tax Rate (%)**: Numeric input field to specify applicable tax percentage (e.g., `0`).
- **Status**: Dropdown selector to set the initial state (*Draft*).

#### **Line Items Panel**

- **+ Add item**: Action button to add additional row items to the invoice.
- **Item Table Columns & Inputs**:
    
    
    - **Item**: Dropdown selector to choose a pre-saved item or custom entry (*Custom item*).
    - **Description**: Text field for line item details or notes.
    - **Qty**: Numeric input for quantity ordered (e.g., `1`).
    - **Unit Price**: Numeric input for price per unit (e.g., `0`).
    - **Taxable**: Checkbox toggle to apply tax to the line item.
    - **Total**: Calculated row total (e.g., *$0.00*).
    - **Delete (Trash Icon)**: Action button to remove the line item row.
- **Totals Summary**:
    
    
    - **Subtotal**: Calculated sum of all line items before tax (e.g., *$0.00*).
    - **Tax (0.00%)**: Calculated tax amount based on selected rate (e.g., *$0.00*).
    - **Total**: Final calculated invoice total (e.g., *$0.00*).

#### **Header & Action Buttons**

- **Back Arrow (`<-`)**: Returns to the main Invoices list view.
- **New Invoice**: Primary blue button to save and generate the invoice record.